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Wealth Management - Savings & Investments

Our Key Areas Include

  • Stocks & Shares ISAs
  • Investment Bonds
  • Offshore Investments
  • Onshore Investments
  • Inheritance Tax Planning

At SN Financial we have a dedicated Wealth Management Team to guide you through your Savings and Investment requirements. Using state of the art technology we produce comparison reports, which enable us to analyse performance, investment risk and capacity for loss tolerance. We deal with a variety of providers, enabling us to produce documents and make amendments online without the delay of post and/or company timescales.

Our team have over 30 years combined experience. Everyone at SN Financial are extremely passionate about what they do, working to make your savings and investment plans as straightforward and effective as possible.


How we Can Help You:

We provide you with a clear structured investment strategy which begins with identifying your growth and/or income requirements, measuring your attitude to risk and capacity for loss.

As an independent firm, we are able to work with specialist investment managers and offer an unbiased view on their suitability and capabilities.

We understand that every individual has a different view of risk and the level (if any) to which they wish to expose their investments.

We spend time establishing what risk means to every client and the timescale over which their investment should be structured, along with the many other personal considerations that will be included in our in-depth review.

We offer a bespoke portfolio planning service with a regular review program which may be by email, phone or meeting or a combination of all three.

We benchmark client portfolios and monitor them for you, ensuring you know that you are achieving value for money with your investments.

Providing regular reviews of your investments as this is crucial to maximise and protect your returns.

"Optimising returns, managing risk"

Past performance is no guarantee of future performance and the value of investments can fall as well as rise.

Click here to take a look at our fees which are detailed within our costs and services document.

Need help or advice with your finances?

We offer a free initial consultation!